GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.91B
1-Year Est. Return 23.55%
This Quarter Est. Return
1 Year Est. Return
+23.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.23B
AUM Growth
-$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$8.05M
3
+$7.54M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$5.62M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.26M

Top Sells

1
+$6.85M
2
+$4.16M
3
+$3.26M
4
LEN icon
Lennar Class A
LEN
+$2.84M
5
HCP
HashiCorp, Inc. Class A Common Stock
HCP
+$1.27M

Sector Composition

1 Technology 13.24%
2 Consumer Discretionary 5.88%
3 Communication Services 4.85%
4 Financials 1.72%
5 Healthcare 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4M 0.18%
16,319
+3,112
77
$3.96M 0.18%
107,634
+27,329
78
$3.85M 0.17%
4,071
-58
79
$3.72M 0.17%
11,045
+212
80
$3.64M 0.16%
11,925
+11,250
81
$3.59M 0.16%
39,438
-919
82
$3.37M 0.15%
29,833
+1,111
83
$3.36M 0.15%
121,743
-8,215
84
$3.35M 0.15%
38,213
+9,831
85
$3.27M 0.15%
21,271
+532
86
$3.17M 0.14%
62,154
+21,192
87
$2.97M 0.13%
25,852
-24,713
88
$2.88M 0.13%
5,467
-125
89
$2.87M 0.13%
65,310
+3,029
90
$2.85M 0.13%
28,331
+408
91
$2.74M 0.12%
24,536
-824
92
$2.67M 0.12%
15,658
+350
93
$2.63M 0.12%
5,135
-372
94
$2.62M 0.12%
20,489
-1,602
95
$2.61M 0.12%
7,988
+1,104
96
$2.58M 0.12%
55,131
+3,189
97
$2.58M 0.12%
16,847
+486
98
$2.47M 0.11%
58,019
+32,829
99
$2.38M 0.11%
33,531
-2,722
100
$2.38M 0.11%
124,773
+6,980
2 3
4
5 6